Telesis Financial
1011 Camino Del Rio So, Ste 320
San Diego, CA   92108

Office:    (619) 260-6040 
Fax:        (619) 260-6049

General Contact: thomas.boles@telesisfinancial.com

 

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Telesis Financial's Advisors & Associates

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Thomas E. Boles, MBA, RFC
Investment Advisor Representative*

Thomas Boles is the President and owner of Telesis Financial.  He holds an MBA in finance and the designation of Registered Financial Consultant.  Thomas completed the Personal Financial Planning program through UCLA and is a current Certified Financial Planner candidate.  He has been a financial services professional in San Diego for over fifteen years.  Thomas also provdes comprehensive business and financial consulting for the small business community.

Email Thomas:  thomas.boles@telesisfinancial.com.
 

 

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 Iain P. Reilly, CFP
Investment Advisor Representative*

For almost 20 years, Iain has served individual, professional, business owner, corporate, and non-profit clients.  His advisory process focuses on establishing client goals and objectives, developing a comprehensive financial analysis, and monitoring results.  Prior to joining the Telesis team, Iain worked as Senior Relationship Manager for a well known San Diego Wealth Management Firm.

Email Iain:  Iain@telesisfinancial.com

 

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John Shelton
Investment Advisor Representative*

John's focus when helping clients is the development of a customized body of goals, effective analysis of those goals, and the implementation of a plan that is tailored to the needs of each individual client.  Prior to joining the Telesis team, John worked six years as a relationship manager.  John grew up in Seattle, WA before moving to San Diego to pursue a career in the financial services industry.

 Email John:  jshelton@telesisfinancial.com

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Morgan James
Operations Assistant 

Morgan has two years experience in financial services operations.  She provides support for campaigns in marketing, client services and business financial processing.   

Email Morgan:  morgan@telesisfinancial.com
 

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Heather Castillo
Administrative/Tax Assistant

Heather provides support in operations and tax preparation.  Her main objective is to ensure that all tax clients' questions are answered and that returns are filed in a timely manner.  Heather also helps with business processing and customer service support.

Email Heather:  heather@telesisfinancial.com

 *Registered Representatives and Investment Advisor Representatives of Multi-Financial Securities Corporation, Inc.